JHG Earnings Prediction
The chart below shows how JHG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, JHG sees a -3.83% change in stock price 10 days leading up to the earnings, and a +3.62% change 10 days following the report. On the earnings day itself, the stock moves by +2.66%. This data can give you a slight idea of what to expect for the next quarter's release.
JHG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
715.20M
20.55%
8.40%
Gross Margin
--
--
--
Operating Margin
28.58%
0.63%
-5.58%
Net Margin
16.99%
-30.14%
124.14%
EPS
0.77
4.05%
352.94%
No Data Available
JHG Earnings Analysis
Janus Henderson Group PLC Corporation (JHG.N) Earnings Conference Call
Positive
Capital Inflow Turnaround: Net inflows of $2.4 billion in 2024, a significant turnaround from $31 billion in outflows two years ago, demonstrating strong momentum in attracting new capital.
EPS Growth Improvement: Adjusted diluted EPS increased by 30% year-over-year to $1.07, reflecting improved financial performance and operational efficiency.
AUM Growth and Outlook: Total AUM rose by 13% in 2024, reaching $378.7 billion, driven by positive net flows and strong market performance, providing a favorable outlook for 2025.
Shareholder Returns Commitment: The firm returned $458 million to shareholders in 2024 through dividends and share repurchases, highlighting strong cash flow generation and commitment to shareholder returns.
Active ETF Market Expansion: The active ETF segment saw net inflows of $14 billion, with AUM more than doubling to $27 billion, positioning Janus Henderson as the 8th largest provider of active ETFs globally.
Negative
Quarterly Net Flow Improvement: Net flows for the quarter were $3,300,000,000 compared to net inflows of $400,000,000 last quarter, indicating a significant improvement but still reflecting a challenging environment with net outflows of $3,100,000,000 a year ago.
AUM Decline Analysis: Ending AUM was down 1% from the 3rd quarter as adverse markets and currency adjustments offset the net inflows, highlighting the impact of external factors on asset management performance.
Equity Market Challenges: Equity flows were negative $2,500,000,000, which declined compared to the last quarter, indicating ongoing challenges in the active equities market despite some improvement from negative $3,200,000,000 a year ago.
Operating Expenses Increase: Adjusted operating expenses in the 4th quarter increased 14% to $363,000,000, primarily reflecting higher incentive compensation and previously communicated expected increases in non-compensation expenses, which could pressure margins going forward.
Mutual Fund Performance Struggles: 4th quarter performance fees of $68,000,000 included negative $6,000,000 from U.S. Mutual fund performance fees, which, while improved from negative $17,000,000 in the Q4 of 2023, still reflects a struggle in generating performance fees from mutual funds.
JHG FAQs
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JHG Earning Call Sentiment
Earnings call transcript: Janus Henderson Q4 2024 beats earnings forecasts
JHG.N
-1.14%Positive
The earnings call reflects positive sentiment with strong institutional net inflows, increased average AUM, and improved employee compensation ratio. The acquisition of Victory Park Capital and active ETF launches indicate strategic growth. The Q&A section highlighted optimism in ETF opportunities and market leverage, despite some vague responses. The increased buyback authorization and dividend declaration further support a positive outlook. Overall, these factors suggest a likely stock price increase in the short term.
